Public to Private Takeovers

• Very knowledgeable trainer with over 20 years of corporate finance experience
• The trainer has advised on both recommended and hostile UK public takeovers
• Advanced course covering key rules, tactics and strategy, including contested takeover strategies
• The course contains many PTP takeover examples and case studies

• Examine how the UK Takeover Code rules govern the way a UK PTP takeover is conducted, starting when active consideration is given to the takeover and the target is approached and continuing through the negotiations to the structure and execution of the takeover
• Look at when announcements are required to be made or may be made tactically and the contents of those announcements
• In particular, look at the need for certain funds and the disclosure of bid financing
• Consider the Code requirements for management incentivisation packages and the need for discussions with pension fund trustees
• Understand the advantages and disadvantages for PTPs of the scheme of arrangement structures and their timetables
• See how PTP target companies respond to bid approaches

The trainer currently provides corporate finance regulatory courses on takeovers, London listings and other UK market regulation, and gives independent corporate finance advice and assistance to companies and professional firms.

He is a UK corporate finance adviser and trainer with broad experience of UK equity market regulation. Following a career in the City advising major UK and European companies, he is now presenting introductory and advanced level corporate finance training courses on takeovers, London listings and other UK market regulation, as well as providing independent corporate finance advice.

After graduating in modern languages from Downing College, Cambridge, he qualified as a chartered accountant with Price Waterhouse.

He then spent three and a half years working at a UK investment bank, S.G. Warburg & Co, advising on a wide range of corporate finance transactions, before joining Paribas in London, where he spent the next fourteen years, becoming a director and head of cross-border corporate finance. Following this, he spent two years in the London office of Mazars, where he was partner in charge of international corporate finance.

During this period in the City, he gained extensive corporate finance experience and worked with corporate clients from many countries, in particular from the UK and France: he is fluent in French and spent two years working in the head office of Paribas Paris. He has advised on a wide range of large and medium-sized UK public takeover and listing transactions, private acquisitions and disposals.

For over ten years now, he has produced and delivered many corporate finance training courses, in particular specialising in courses on the Takeover Code and takeover tactics, and stock market regulation for companies quoted in the UK, including the Listing Rules, the Disclosure and Transparency Rules and the Prospectus Rules.

The public company transactions he has advised on have included deals such as the takeover bid by Lafarge SA for Blue Circle plc and the bid by Infogrames SA for Gremlin plc, the equity restructuring of Eurotunnel plc and SA, and the privatisation of British Telecom.

The trainer draws on his extensive technical knowledge and illustrates subjects with relevant examples from his own experience and other recent transactions.

He encourages interactive discussion and welcomes questions from delegates as well posing them himself in order to ensure that points have been fully understood.